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Bank of America
BAC

Overview Fund Activity

2,000 hedge funds and large institutions have $224B invested in Bank of America in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 856 increasing their positions, 795 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,000
Holders Change
-24
Holders Change %
-1.19%
% of All Funds
45.85%
Holding in Top 10
240
Holding in Top 10 Change
-81
Holding in Top 10 Change %
-25.23%
% of All Funds
5.5%
New
102
Increased
856
Reduced
795
Closed
105
Calls
$3.48B
Puts
$4.85B
Net Calls
-$1.36B
Net Calls Change
+$102M

Top Buyers

1
SGDR
SPX Gestao de Recursos
Brazil
+$32.7B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$334M
3
Lazard Asset Management
Lazard Asset Management
New York
+$285M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$253M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$252M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$819M
2
BlackRock
BlackRock
New York
-$676M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$471M
4
EVM
Eaton Vance Management
Massachusetts
-$379M
5
State Street
State Street
Massachusetts
-$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
926
First Dallas Securities
Texas
$2.8M -$552K -19,599 -16%
Westfield Capital Management
927
Westfield Capital Management
Massachusetts
$2.8M -$85.8M -3,045,373 -97%
HSA
928
HBK Sorce Advisory
Pennsylvania
$2.8M +$689K +24,447 +33%
PTC
929
Private Trust Company
Ohio
$2.79M +$117K +4,139 +4%
LFAS
930
Level Four Advisory Services
Texas
$2.78M +$1.61M +57,267 +139%
GC
931
Grimes & Company
Massachusetts
$2.77M -$311K -11,020 -10%
GWM
932
Geneos Wealth Management
Colorado
$2.75M -$84.1K -2,983 -3%
CM
933
Churchill Management
California
$2.75M +$458K +16,236 +20%
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.72M -$578K -20,508 -18%
OCM
935
Orleans Capital Management
Louisiana
$2.72M +$7.05K +250 +0.3%
ACM
936
Alpha Capital Management
Texas
$2.72M +$157K +5,578 +6%
LOAME
937
Lombard Odier Asset Management (Europe)
United Kingdom
$2.71M -$42.8K -1,518 -2%
NSEDCP
938
NJ State Employees Deferred Compensation Plan
New Jersey
$2.68M – – –
CCA
939
Checchi Capital Advisers
California
$2.68M +$84.8K +3,009 +3%
MA
940
MUFG Americas
New York
$2.67M +$176K +6,237 +7%
SSB
941
Sandy Spring Bank
Maryland
$2.67M +$78.9K +2,800 +3%
CA
942
Clearstead Advisors
Ohio
$2.66M +$705 +25 +0%
NIMI
943
Natixis Investment Managers International
France
$2.65M +$284K +10,087 +12%
BAS
944
Brown Advisory Securities
Maryland
$2.64M +$403K +14,286 +18%
WIM
945
Wittenberg Investment Management
Massachusetts
$2.63M – – –
CT
946
Coastline Trust
Rhode Island
$2.63M +$24.2K +860 +0.9%
OSNBOA
947
Old Second National Bank of Aurora
Illinois
$2.63M +$20.1K +712 +0.8%
PP
948
PagnatoKarp Partners
Virginia
$2.62M +$2.62M +93,032 New
MM
949
Meridian Management
Arkansas
$2.62M +$21.1K +750 +0.8%
CF
950
CNA Financial
Illinois
$2.61M -$279K -9,885 -10%
36 37
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